See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,164 | $183,519+63.6% | $155,509+93.0% | $145,922+105.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 15.17% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,127 | $5,313-41.1% | $4,672-33.1% | $4,660-32.9% |
| Participant deferral / active EE | $2,548 | $6,462-60.6% | $5,626-54.7% | $6,688-61.9% |
| Admin fee / account holder | $284 | $19,313-98.5% | $15,912-98.2% | $13,397-97.9% |